CF CaseFile
The CaseFile Library

Run a sharper practice without hiring

Practical, attorney-focused playbooks on intake, client communication, and reputation — the systems that turn more inquiries into clients and more clients into referrals. Free, no email required.

3 guides$0 & no signupInstant PDF download
Intake & Conversion

The Client Intake System

Turn more inquiries into signed engagements with a speed-to-lead standard, an intake script, a conflict-check workflow, and clean accept/refer/decline letters.

📄 5 pages⏱ 8-min readPDF
Download free guide
Client Service

Keep Clients in the Loop

Beat the No. 1 bar complaint with a proactive update cadence, the 24-hour acknowledgement rule, plain-English templates, and a calm way to deliver bad news.

📄 5 pages⏱ 8-min readPDF
Download free guide
Reputation & Growth

Reviews & Referrals

A compliant, repeatable way to turn happy clients into reviews and referral relationships — including confidentiality-safe scripts for responding to reviews.

📄 5 pages⏱ 7-min readPDF
Download free guide

Free, and built to be used

These guides are written for solo and small-firm attorneys who wear every hat — no fluff, real scripts and checklists you can put to work this week.

When you're ready to make the systems run themselves, you can start free with CaseFile — build your client list, then add AI intake, communication drafting, and review requests when you need them.